Guide on Gender Analysis of Census Data Full Draft of 6 December 2012 Contents


Country example 13: Brazilian Census Using Decision-maker to Designate the Household Head



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Country example 13: Brazilian Census Using Decision-maker to Designate the Household Head
The 2010 Brazilian census included the possibility of more than one household head  (“one person”/“more than one person”) which could be considered as shared responsibilities in the household – but without using the term ‘household head’, as this term has been considered increasingly inappropriate. In the early 90’s, surveys conducted by the NSO (IBGE) started using the term “reference person”; later, after pilot tests, it was replaced with the term “responsible person”, which was widely accepted by respondents. The 2000 and 2010 censuses incorporated this change but didn’t establish a criterion to the selection of household “responsible person”. In the 2010 census of Brazil, the “responsible person” is chosen among the household residents. Preliminary results of 2010 Census show that 70.4% of the households have only one “responsible person”. The questionnaire of the 2011 census of South Africa provided a definition of the household head as “the person who is the main decision-maker in the household”. It considered the possibility of joint responsibility, in which case it instructed census interviewers to take the oldest person.

284. Despite these limitations, the head of household measure has been used frequently in gender studies to document the erosion of male exclusive providers, and has given new meaning to this aspect of domestic living. An example of this ambivalence is illustrated in the World’s Women 2010 (United Nations, 2010 a), which cautions that generalizations between “female-headed households” and “male-headed households” are impossible because of the contextual differences in women’s and men’s statuses as well as the variety of headship definitions and the households that may be included under these labels. Therefore, researchers must proceed cautiously to compare across households headed by women and men, in order to understand patterned poverty and vulnerability in different types of household structures. This caution often translates into additional precision in the analysis and household specification, as the World’s Women 2010 then reports that Latin American households headed by lone mothers with children have higher poverty rates than those of lone fathers with children, and that poverty rates for women living in one-person households are higher than the corresponding rates for men.





Methodology Box 6: Mixing Different Levels of Analysis
Like many social relationships, gender issues can be analysed at different levels: individual, household, community, geographical, and cross-country. While each of these levels of analysis may have their own legitimacy, the interpretation of the results will differ. A relationship between households or geographical units does not always translate directly into a relationship between individuals. When the units are geographical, this problem is known as the ecological fallacy. A typical finding is that in US elections districts with a higher proportion of Afro-Americans in their population often vote more strongly for white supremacist candidates (e.g. George Wallace, in 1968). Obviously, this does not mean that Afro-Americans are likely to vote for white supremacist candidates, but rather that race relations are more conflictive in districts that have a high percentage of Afro-American voters, so that white voters in these districts are more inclined to vote for these kinds of candidates. Something similar may happen at the household level. The greater poverty or vulnerability of households with female heads or high proportions of female members may not be directly related to the characteristics of these women, but reflect that these are special kinds of households where some of the male members are either incapacitated or absent. This may still be a worthwhile phenomenon to investigate, as long as it is kept in mind that the results characterize households, rather than individuals.

285. Because of the problems involved, the household head concept should be clarified, and perhaps it should be replaced by several concepts to provide a better understanding of household structure and processes. Statisticians and scholars alike have made the case to clarify the concept of head of household. Although most censuses seek to define one concept of household head, it would actually help the analysis if the different concepts were treated separately. As Budlender (1997: 15) states:


Instead of insisting on one definition, one could several questions so as to get at multiple definitions of household and multiple axes of household headship, and then leave it to users/analysts of the data to pick up the particular definitions they find useful in addressing a specific question. Multiple questions would also allow for cross-tabulation and comparison of the definitions, to see where they differ, why they differ and by how much. These questions are not only of academic interest. They are also of interest to policy-makers who are eager to target their programmes where they will be most effective, and at those most in need, while avoiding the allocation of scarce resources to less ‘appropriate’ beneficiaries’.
Failure to clarify the concept of head of households has a number of potentially undesirable consequences for the presentation and interpretation of results – specifically in the areas of 1) what is being measured; 2) problems for analysis and cross-country comparisons; and 3) gender stereotypes.
286. Some countries, like Ireland and Aruba, have replaced the simple relationship with the household head by a more complex matrix of relationships between household members, but this can be time-consuming to fill out, even though the matrix is limited only to relationships with the first four household members, as follows:

Relationship of person 5 (or 6, 7, etc.) to persons 1 2 3 4

1. Husband or wife _ _ _ _

2. Partner (including same-sex partner) _ _ _ _

3. Son or daughter _ _ _ _

4. Step-child _ _ _ _

5. Brother or sister _ _ _ _

6. Mother or father _ _ _ _

7. Grandparent _ _ _ _

8. Step-mother or father _ _ _ _

9. Son or daughter-in-law _ _ _ _

10. Grandchild _ _ _ _

11. Other related _ _ _ _

12. Unrelated (including foster child) _ _ _ _


287. Aruba came up with an alternative approach to classify family nuclei and household types in its 2010 population census. Through a set of questions it was possible to identify the categories and sub-categories of household type and family type. Moreover, the questions allowed making a household classification using both a formal approach (married couples) as well as a sociological approach (married + consensual unions). The questions used to make this classification were:


  • Is the person related (also by marriage) to everyone in this household?

  • Does the father of this person live in this household? If yes what is the person number of the father?

  • Does the mother of this person live in this household? If yes what is the person number of the mother?

  • What is the marital status of this person?

  • Is this person currently living on a durable basis with a partner (married or not)? If yes, what is the person number of this person?

  • If living together, is person married to this partner?

This approach worked well, especially with digital questionnaires, where the person number of related people could be chosen from an answer box containing the names of all eligible candidates. However, Aruba is a small country and it is doubtful whether the same technique could be used on a larger scale in censuses in much bigger countries.

288. The lack of detail, and inconsistency between countries among the relationship with head categories in the census presents another limitation. International recommendations support the collection of detailed information on relationships, with a sufficient number of pre-coded categories. Nevertheless, in some countries the number of options is extremely limited (e.g. only 5 relationship categories in Malawi and Bangladesh). As was mentioned in Chapter 3, some censuses ask about the father and mother of each person residing in the household, i.e. a) If the father/mother of the person reside in the same household (e.g. Aruba, Barbados, Cape Verde, South Africa); and b) If so, the identification of the person's father/mother. This information can be quite helpful to analyse residential patterns, e.g. by providing an indicator of the likely distribution of unpaid care work, because in many countries, more children live with their mothers than with their fathers. The 2006 census of the Maldives went even further and asked for each child under the age of 18 whether he/she lived with:
1. Both parents;

2. Mother and stepfather;

3. Father and stepmother;

4. Mother only;

5. Father only;

6. Other relatives;

7. Only unrelated household members.
Similarly, for people over age 65, it asked whether they were living with:
1. Children;

2. Spouse;

3. Stepchildren;

4. Other relatives;

5. Unrelated individuals;

6. Without guardian.


4. Tabulations
289. The Principles and Recommendations consider household and family characteristics as an essential topic to be investigated and suggest that NSOs should construct the following tabulations relevant for gender analysis:
Recommended tabulations for population censuses:


  1. Population in households, by relationship to head or other reference member of household, marital status and sex, and size of institutional population (i.e. persons who are not members of households)

  2. Head or other reference member of household, by age and sex; and other household members, by age, sex and relationship to head or other reference member

Additional tabulations for population censuses:




  1. Population in households, by household status (or type of household), age and sex, and institutional population by age and sex

  2. Household population under 18 years of age, by age and sex and by whether living with both parents, mother alone, father alone, or neither parent

  3. Households and population in households, by sex, by size and type of household and number of persons 60 years of age and over

290. To illustrate (part of) the first kind of table, one may take the 2004 census of Timor Leste as an example, as displayed in Table 22. Among other things, this table shows that a surprisingly high percentage of female heads of households (38.1 per cent) are actually married; only the number of widowed female heads of household (48.5 per cent) is larger. Most of the remaining female heads of household are single, with very few cases of divorce or separation. Note also that couples are about as likely to live with the parents of the woman (1,385) as with the parents of the man (1,410). Surprisingly, in almost half of the former (602) cases, the couple is not formally married and in 113 cases the man continues to live with his parents-in-law even after the wife has died. The latter construction is even more common in the case of widowed daughters-in-law (379). Mothers live with their children much more often (7,008 cases) than fathers (1,994).


Table 22: Timor Leste - Population in private households by marital status according to sex and relationship to the head of household


Males

Total

Never Married

Married

Widowed

Divorced

Separated

Head

158,063

10,107

139,371

7,822

 416

347

Wife/Husband

4,590

0

4,590

0

 0

0

Daughter/Son

237,881

236,731

722

339

 52

37

Stepchild/Adopted Child

12,024

11,870

106

28

16

4

Daughter/Son-in-Law

1,385

602

657

113

5

8

Mother/Father

1,994

136

738

1,092

9

19

Sister/Brother

18,628

16,798

1,165

524

80

61

Grandchild

10,109

10,018

70

11

7

3

Grandparent

482

65

116

285

7

9

Other Relative

20,009

17,676

1,652

579

53

49

Non-Relative

1,798

1,331

434

21

8

4

Females

Total

Never Married

Married

Widowed

Divorced

Separated

Head

36,899

3,317

14,054

17,882

 843

803

Wife/Husband

134,207

0

134,207

0

 0

0

Daughter/Son

218,046

215,168

1,610

760

 282

226

Stepchild/Adopted Child

10,323

10,051

124

95

340

19

Daughter/Son-in-Law

1,410

405

610

379

70

9

Mother/Father

7,008

327

1,670

4,890

55

66

Sister/Brother

15,628

12,479

1,444

1,426

159

120

Grandchild

9,119

8,957

103

35

17

7

Grandparent

1,343

87

292

946

8

10

Other Relative

16,459

12,839

1,723

1,689

115

93

Non-Relative

1,053

858

124

51

15

5

Source: Population and Housing Census of Timor Leste (2004): Table 3.1


291. The following is an illustration of another kind of table that can be extracted from a census (in this case, the 2008 census of Cambodia) by combining information about the sex and age of the head of household with information on the relationship of the household members with the head of household.
Table 23: Cambodia 2008 - Average numbers of household members classified by age and sex of the head of household and by relationship to the head of household (all numbers multiplied by 100)


Male Head

Head

Spouse

Child

Parent

Grand Child

Other Relative

Other Non Related.

Total

0-14

100

2

1

6

 

101

31

240

15-19

100

54

35

6

 

53

42

290

20-24

100

90

104

6

 

25

20

344

25-29

100

94

167

8

0

24

13

406

30-34

100

96

247

9

0

24

9

485

35-39

100

96

298

9

1

24

9

537

40-44

100

96

328

8

6

24

7

568

45-49

100

96

324

6

15

27

8

575

50-54

100

94

295

5

28

30

8

559

55-59

100

93

257

4

41

29

7

530

60-64

100

90

208

2

57

28

7

492

65-69

100

88

169

2

70

27

8

463

70-74

100

84

130

1

80

26

10

431

75-79

100

80

110

1

81

23

15

409

80+

100

71

98

1

74

19

40

404

Total

100

93

247

7

15

26

10

498

 

 

 

 

 

 

 

 

 

Female Head

Head

Spouse

Child

Parent

Grand Child

Other Relative

Other Non Related

Total

0-14

100

1

0

10

 

114

18

243

15-19

100

20

28

9

 

81

80

319

20-24

100

37

94

9

 

52

46

338

25-29

100

40

160

12

0

44

24

380

30-34

100

37

225

15

0

31

11

419

35-39

100

32

250

14

2

30

10

439

40-44

100

25

250

13

11

32

5

437

45-49

100

20

229

10

28

36

5

427

50-54

100

14

195

8

49

39

5

410

55-59

100

10

159

5

71

38

4

387

60-64

100

8

129

3

92

34

4

369

65-69

100

6

106

1

105

28

3

350

70-74

100

5

88

1

106

23

2

325

75-79

100

3

79

0

98

19

3

303

80+

100

3

73

1

88

19

4

287

Total

100

21

179

9

38

36

11

394

292. Some of the conclusions that can be drawn from this table – at least for the case of Cambodia – are the following:




  • Female-headed households with young heads have about the same size as male-headed households, but as the age of the head increases, female-headed households become progressively smaller with respect to male-headed households.

  • Roughly the same pattern is observed with respect to the number of children, although at higher ages there is a slight recovery of the relative number of children among female-headed households.

  • The highest percentage of female heads of household with spouses (35-40 per cent) is found among those aged 20-34; after age 35, the percentage declines quickly.

  • Female-headed households have a slightly higher tendency to have parents, other relatives and especially grandchildren living with them.

  • Especially among households with older heads, the percentage of household members in female-headed households that are children or grandchildren tends to be higher than among male-headed households.

293. As was mentioned before, much use has been made of the criterion of whether the head of household is male or female. Some of the limitations of this distinction were discussed earlier in this sub-chapter. Tabulating census data on the basis of male/female headship only gives a first impression of the social and economic position of women, but should be complemented by the comparison of the structure of households. Sometimes the percentage of women in the household is used as a criterion. For example, The World’s Women 2010 (United Nations, 2010 a: 159) mentions that “households with an overrepresentation of women might be more likely to be found below the poverty line”, but immediately points out that this may be due to two rather different causes, namely: 1) in some types of households where the share of women is higher, the earnings per capita tend to be lower because women’s participation in the labour market and their earnings are lower than men’s; and 2) as the ratio of women to men increases with age, the presence of non-earning older persons in extended households may depress per capita household income. While the first explanation points to a genuine gender disparity, the second is a demographic composition factor that one would like to control for, rather than confounding it with the first.


294. When using household information for gender analysis, special attention should be dedicated to the situation of elderly women compared to elderly men. The situation of elderly household members varies considerably among countries. In Brazil, for example, the presence of an elderly person with a retirement pension or allowance was found to reduce the likelihood of family vulnerability to poverty, and having an elderly person in the family was even strategically more effective in reducing vulnerability than having a spouse (Lavinas and Nicoll, 2007). The structure of gender imbalances at older ages may be different from the typical pattern at younger ages and care must be taken not to assume automatically that all of them will favour men over women. As Knodel and Ofstedal (2003: 693) point out,
In many settings, perhaps even in most, older women may be disadvantaged relative to older men on some or most dimensions of well-being. Clearly, too, there are numerous exceptions as indicated by the examples presented above. A major hindrance to making a more definitive statement about gender and aging is that systematic empirical assessments comparing the situation of older men and women are inadequate for drawing a firm conclusion-especially for the developing world, where the large majority of older persons live. Most broad statements asserting a generalized female disadvantage in old age appear to be based on presumptions and an incomplete allowance for the full set of influences over the life course, including later stages, that determine well-being in old age. In any event, generalizations about which sex is more disadvantaged are of limited value. To more fully understand the effects of gender on the well-being and support of older persons and their families, research must move beyond assumptions of universal gender inequality and the disadvantaged situation of older women to examine the experiences of older men and women within the contexts in which they live. Such research should recognize that well-being at older ages is multidimensional and that gender differences may go in either direction or, for that matter, be largely absent, depending on the aspect of well-being under consideration.
295. Migration is another significant factor that has to be controlled, for any comparisons to be meaningful. Klasen, Lechtenfeld and Povel (2010), found, for example, that in Thailand and Viet Nam households with female headship that had a male family member residing elsewhere were, on average, better off than the general population, whereas female-headed households without such external remittances were poorer and more vulnerable than average.
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